MEET NEXT GEN.
THE CPA FIRM YOUR CLIENTS WILL LOVE.
Let’s be honest—most of your clients probably aren’t thrilled with their current CPA.
You might have heard comments like these:
- “My CPA never returns my calls.”
- “I’m paying more in taxes every year, and my accountant isn’t helping.”
- “I want to invest more for retirement, but my tax bill holds me back.”
- “I need a clearer picture of my business finances before I can move forward.”
At NextGen, we hear this every day from new clients who are fed up with poor communication and low-value services. We’d love to be the solution for your clients—and for you.
When you refer clients to NextGen,
you’ll start hearing feedback like this:
Ready to connect your clients to NextGen?
We are not you grandfather's CPA firm.
NextGen combines cutting-edge technology with a dedicated team of CPAs, MBAs, and attorneys to deliver customized tax and accounting strategies for growing businesses.
Like you, we’re more than a service provider—we’re a strategic partner. We take the time to understand where your clients have been and where they’re headed. Many small and mid-sized business owners find themselves overlooked by large CPA firms but need more expertise than a typical tax office or bookkeeper can provide. That’s where we come in.
Our mission is simple: to help growing businesses leverage tax, accounting, and legal strategies to accelerate their success.
Why Choose NextGen
Big businesses rely on strategic tax planning, accounting, and legal structuring to build their legacies. Our leadership team, led by seasoned CPA Cindy McGhee, brings this big-business expertise to small and mid-sized enterprises. Cindy’s 20+ years of experience includes working with Fortune 500 companies at Ernst & Young LLP, the world’s second-largest CPA firm.
Our Clients Enjoy:
01
Clear and consistent communication
02
Timely Reliable Support
03
A True Ally in Their Corner
How We Support Our Clients
Accurate Financials
Reliable financial data for compliance and decision-making
Increased Profitability
Greater cash flow means more to invest in company growth
Effortless Data Sharing
Access critical information quickly when you need it
Exceptional Client Experience
We make you and your clients look good at all times
The Customer Journey
Referring Your Clients to NextGen is simple and rewarding:
You connect us with your referral.
We thank you with a token of appreciation.
We conduct a discovery call with your referral
Your client accepts our proposal.
We send you a referral fee!
Referral Resource Kit
Make Referrals with these simple tools:
Joint Email Introduction
Put your client on a joint email with Team NextGen. Click here to pre-populate your email.
Intro Page Link
Share our introductory page link with your client.
Discovery Call Link
Provide our referral discovery call scheduling link to your client.